Account Type******** ********Account Owner**** ******Account Opps/Deals**** *******Closed Won • Jan 25****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Hunter Financial Services LlcWealth AdvisorApr 15 - PresentCharles SchwabVice President - Financial ConsultantAug 12- Apr 15Schwab Advisor ServicesClient Service SpecialistMay 11- Aug 12
Mia WallaceInvestor Relations AssociateView Profile, Mia WallaceSperry EdwardsAssociateView Profile, Sperry EdwardsJon WilliamsSenior Loan OfficerView Profile, Jon Williams